Macro Market Intelligence: Risk Aversion Intensifies Amid Summer Liquidity Drain

BofA's bull-bear indicator flashes extreme, signaling a strategic rotation out of risk assets into duration bonds and high-dividend equities. Crypto sentiment remains fearful (Fear & Greed 28) with neutral stablecoin flows, while structural accumulation in Layer 1s and DeFi emerges. The CLARITY Act's odds hit record lows, adding regulatory uncertainty.